Position in JQC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$41,643,305
-$9,649,226 QoQ
Shares Held
8,550,987
-16.3% QoQ
Ownership
5.78%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in JQC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $24,819,203,406 across 477 Asset Management names. JQC ranks #94 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
32,494,438 | $3,736,535,415 | |
| 2 | BLK |
BlackRock, Inc.
|
3,437,546 | $3,305,922,353 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,829,846 | $983,821,436 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,009,741 | $893,128,894 | |
| 5 | KKR |
KKR & Co. Inc.
|
8,473,653 | $783,812,898 | |
| 6 | STT |
State Street Corp
|
4,953,857 | $626,960,134 | |
| 7 | CG |
Carlyle Group Inc.
|
10,172,445 | $492,244,607 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,732,512 | $479,386,064 |
All Filings in JQC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,643,305 | 8,550,987 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $51,292,531 | 10,217,636 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $51,831,754 | 9,835,248 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $57,350,067 | 10,640,087 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $52,679,963 | 9,791,815 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $55,281,472 | 9,715,549 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $62,025,228 | 10,712,475 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $62,406,750 | 11,244,460 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $74,259,343 | 13,332,019 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $65,264,577 | 12,502,793 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $74,808,647 | 14,784,318 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $71,819,350 | 14,221,654 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $72,122,850 | 14,114,061 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $74,734,350 | 14,682,584 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $69,983,815 | 13,695,463 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $71,008,811 | 13,655,541 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $18,857,831 | 3,051,429 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $16,672,751 | 2,568,991 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $17,223,253 | 2,625,496 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,748,324 | 2,184,937 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $12,775,386 | 1,965,444 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $13,652,587 | 2,156,807 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $12,333,217 | 2,086,839 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,953,935 | 1,875,674 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,715,192 | 1,713,438 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||